Company lists · Data refreshed September 2026

Top 25 Asset management consulting firms based in Bellevue, United States

RevenueBase identified 64 asset management consulting firms headquartered in Bellevue, United States as of September 2026 and tracks 697 professional contacts across them, including 425 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Bellevue, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
64Companies
697Contacts tracked
425Verified emails
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The 25 largest asset management consulting firms based in Bellevue, United States

Ranked by team size
Top 25 of 64 asset management consulting firms based in Bellevue, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 2026201-500210 contacts →

Indirect evidence

“Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5051 contacts →

Indirect evidence

“At SCS, we develop enduring relationships with our clients by providing high quality guidance.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5038 contacts →

Indirect evidence

“Since 1983, advisors at Evergreen Gavekal have put their clients’ interests above all else.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5035 contacts →

Indirect evidence

“With wealth comes a host of new challenges and complexities.”

Source: RevenueBase Database · checked Sep 14, 2026
5Strong evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5034 contacts →

Strong evidence

“For over 20 years, we have created and implemented Asset Lifecycle Management software for some of the largest, most complex companies in the world.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5027 contacts →

Indirect evidence

“Tschetter Group is an ensemble team of financial guides and investors using a value-based approach that gives people optimism about life and money.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5024 contacts →

Indirect evidence

“Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis to individuals and families.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5023 contacts →

Partial evidence

“Fortis Financial Group is a financial planning and wealth management firm that empowers and educates our clients to grow and protect their wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5013 contacts →

Indirect evidence

“MarsJewett is the financial advisory team that treats you like family.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“Your dedicated fee-only Bellevue financial advisory team for your retirement, your family, and your legacy.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-1011 contacts →

Indirect evidence

“We are Fiduciaries.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5010 contacts →

Indirect evidence

“You have questions - we have answers.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceBellevue, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Experience the confidence you deserve.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“With Snider Financial Group, you have found a financial partner dedicated to your best interests.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-108 contacts →

Partial evidence

“Leverage Planners Wealth Management is an independent advisory firm based in Bellevue, Washington.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“Helping Clients Build, Manage and Protect their Wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime.”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-107 contacts →

Partial evidence

“At Stabler Wealth Management we provide comprehensive wealth management services to our clients to help them prepare for their financial future.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“We are craftsmen of the financial world, and our passion is serving our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
20Partial evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“Based in Bellevue, Washington, Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered…”

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Our firm was built for and around our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
22Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families build and preserve wealth by providing…”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning…”

Source: RevenueBase Database · checked Sep 14, 2026
25Indirect evidenceBellevue, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 64 asset management consulting firms based in Bellevue, United States

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Asset management consulting firms based in Bellevue, United States at a glance

As of Sep 14, 2026
61.0%Verified-email coverage
10.9Average contacts per company
1-10Median size (employees)
831.2%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
13
51-200
1
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Bellevue, so it is reported there. Company counts and contact totals on this page are exact for Bellevue, over 64 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Bellevue, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Bellevue are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 425 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management consulting firms are there based in Bellevue, United States?

RevenueBase identified 64 asset management consulting firms headquartered in Bellevue, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Coldstream, headquartered in Bellevue, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 425 verified decision-maker contacts tracked across these 64 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.